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Example Scenario:
A member cancels their membership and the club wants to keep their contact record for future marketing and tee time bookings. Staff opens the profile, checks the Membership Ledger, and confirms there is no remaining balance. They delete the member using the Action menu and confirm the change. The profile is now treated as a customer record, so the person is no longer listed as an active member but can still be searched and used for standard customer activity.
Step-by-Step:
Step 1: Click the Customer module to access member and customer records.
Step 2: Use the search to find the member you want to convert, then click their profile to open it.
Step 3: In the member profile, under the Membership tab, click the LEDGER tab to view transactions tied to the membership.
Step 4: Here you will need to make sure the balance is $0. If not, and you try to delete, you will receive an error message. 
Step 5: Click the Action (⋮) menu, then click Delete to remove the selected member ledger entry.
Step 6: Click Yes to confirm. Return to the profile and confirm the record now appears/behaves as a customer profile (no longer tied to the membership).
